LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$3.23M
3 +$881K
4
MRK icon
Merck
MRK
+$845K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$545K

Sector Composition

1 Financials 7.66%
2 Technology 5.53%
3 Energy 2.51%
4 Healthcare 1.83%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12.7K ﹤0.01%
180
377
$12.6K ﹤0.01%
44
378
$12.6K ﹤0.01%
147
379
$12.5K ﹤0.01%
1,720
380
$12.5K ﹤0.01%
165
381
$12.4K ﹤0.01%
+56
382
$12.2K ﹤0.01%
150
383
$12.2K ﹤0.01%
320
384
$11.8K ﹤0.01%
74
385
$11.8K ﹤0.01%
50
386
$11.8K ﹤0.01%
425
387
$11.7K ﹤0.01%
23
388
$11.7K ﹤0.01%
210
+166
389
$11.7K ﹤0.01%
510
390
$11.6K ﹤0.01%
171
+100
391
$11.6K ﹤0.01%
244
392
$11.6K ﹤0.01%
100
393
$11.4K ﹤0.01%
185
394
$11.4K ﹤0.01%
150
395
$11.2K ﹤0.01%
225
396
$11.1K ﹤0.01%
38
397
$11.1K ﹤0.01%
82
398
$11K ﹤0.01%
200
399
$10.9K ﹤0.01%
+820
400
$10.7K ﹤0.01%
+35